HWMG
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Hurlow Wealth Management Group’s CVS Health CVS Stock Holding History

Hurlow Wealth Management Group’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,137
Closed -$311K – 100
2021
Q1 		$311K Sell
4,137
-56
-1% -$4.08K 0.22% 73
2020
Q4 		$286K Buy
+4,193
New +$273K 0.22% 72

Other funds holding CVS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Hurlow Wealth Management Group's CVS Position: Q2 2021 in Review

Hurlow Wealth Management Group sold out of CVS Health (CVS) in Q2 2021, closing a stake of 4,137 shares — an estimated $311K sold.

Hurlow Wealth Management Group first reported a position in CVS in Q4 2020 and held it in 2 quarters. The position peaked at $311K in Q1 2021. 2,064 funds tracked by Wall St. Rank hold CVS as of Q2 2021.

  • Hurlow Wealth Management Group reported no remaining CVS Health position as of Q2 2021 after selling out during the quarter.
  • Hurlow Wealth Management Group sold 4,137 CVS Health shares in Q2 2021, an estimated $311K.
  • Hurlow Wealth Management Group first reported a position in CVS Health in Q4 2020 and held it in 2 quarters.
  • Hurlow Wealth Management Group's CVS Health position peaked at $311K in Q1 2021.
  • 2,064 funds tracked by Wall St. Rank held CVS Health as of Q2 2021.

Based on Hurlow Wealth Management Group's 13F filing for Q2 2021, filed 22 Jul 2021.